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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
326
AHL Investment Management
Florida
$836K +$2.02K +87 +0.2%
Lido Advisors
327
Lido Advisors
California
$819K +$36.1K +1,554 +5%
IRP
328
Investment Research Partners
Pennsylvania
$817K +$805K +34,643 New
O3W
329
Omni 360 Wealth
New Jersey
$813K +$16.4K +708 +2%
GWA
330
Geometric Wealth Advisors
District of Columbia
$808K +$307K +13,209 +62%
RC
331
Roundview Capital
New Jersey
$807K +$9.87K +425 +1%
WFA
332
WJ Financial Advisors
Connecticut
$801K +$793K +34,127 New
AA
333
Alesco Advisors
New York
$800K -$28.4K -1,224 -3%
JWA
334
JFS Wealth Advisors
Pennsylvania
$795K +$31.2K +1,344 +4%
CCFM
335
Clear Creek Financial Management
Washington
$780K -$8.18K -352 -1%
NRI
336
NFP Retirement Inc
California
$779K -$254K -10,923 -25%
PAW
337
Plan A Wealth
Nebraska
$762K +$74K +3,186 +11%
US Bancorp
338
US Bancorp
Minnesota
$754K -$22.3K -960 -3%
RFA
339
Resurgent Financial Advisors
Georgia
$752K +$32.4K +1,396 +5%
KWA
340
Kingswood Wealth Advisors
California
$749K +$233K +10,043 +46%
LWMT
341
Legacy Wealth Management (Tennessee)
Tennessee
$741K +$40.2K +1,732 +6%
AA
342
Advisory Alpha
Michigan
$739K +$93.9K +4,043 +15%
CA
343
CWC Advisors
Oregon
$737K
GCA
344
Gradient Capital Advisors
California
$731K -$60.1K -2,587 -8%
JWS
345
Juncture Wealth Strategies
Arizona
$727K -$2.79K -120 -0.4%
DLCIG
346
D.L. Carlson Investment Group
New Hampshire
$724K +$7.97K +343 +1%
EWM
347
Endowment Wealth Management
Wisconsin
$718K +$9.46K +407 +1%
SPW
348
Sonoma Private Wealth
California
$708K +$5.18K +223 +0.7%
GC
349
Garde Capital
Washington
$701K -$3.04K -131 -0.4%
CIP
350
Capital Insight Partners
Arizona
$699K -$2K -86 -0.3%